Financial Modeling for Decision-Making
Stop Guessing. Build the Model.
About this course
Most owners and operators make six-figure decisions on gut feel because financial modeling looks like a black art. It is not. This course teaches you a single, repeatable model structure (inputs, calculations, outputs) and then puts it to work on the decisions you actually face: should I raise prices, hire a salesperson, run a discount, or fund a new location? You will build a driver-based revenue model, a unit-economics view, a 12-month cash-flow forecast, and a simple investment case using payback, NPV, and IRR. Every concept comes with real numbers, named functions, and a worked example you can copy. By the end you can build a model from a blank sheet, stress-test it with scenarios and sensitivity tables, and present a recommendation a banker, partner, or investor will trust.
Curriculum
Module 1: How a Financial Model Actually Works
- What a Model Is For (and What It Is Not)Preview
- The Three-Part Structure: Inputs, Calculations, Outputs🔒
- Spreadsheet Discipline That Prevents Disasters🔒
Module 2: Building a Revenue and Unit-Economics Model
- Driver-Based Revenue: Stop Guessing a Percentage🔒
- Unit Economics and Contribution Margin🔒
- Break-Even: The Number That Calms Every Decision🔒
Module 3: Cash Flow and Pricing Decisions
- Why Profitable Businesses Run Out of Cash🔒
- Building a 12-Month Cash-Flow Forecast🔒
- Modeling a Pricing Change Properly🔒
Module 4: Investment Decisions and Stress-Testing
- Payback, NPV, and IRR for Investment Decisions🔒
- Scenario Analysis: Base, Best, and Worst🔒
- Sensitivity Analysis and Presenting the Decision🔒